Your Nashville-Based
Fiduciary Financial Advisors.
Oasis Wealth Planning was founded in Nashville and this is where our roots run deepest. Fee-only, tax-focused fiduciary retirement planning for near-retirees, retirees, and widows across Nashville, Williamson County, Murfreesboro, and beyond.
🏠 Oasis Wealth Planning's Home · Founded in Nashville · Serving the Greater Nashville Metro Since 2016
Tax-Focused, Fee-Only Fiduciary Advisors — Nashville's Own
"Are you using your life to pursue money — or your money to pursue a life?"
Nashville is where Oasis Wealth Planning began, and it remains the heart of our practice. Founded in 2016, we have spent nearly a decade helping Nashville-area near-retirees, retirees, and widows navigate the decisions that matter most — retirement income, tax strategy, Social Security timing, and investment management. As a fee-only firm, we have never accepted a commission and never will.
With offices across the Nashville metro — West End, Green Hills, downtown Nashville, Brentwood's Seven Springs, Franklin's Cool Springs, and Murfreesboro — we can meet you close to home, at your office, or by secure video from the comfort of wherever you are.
Our clients often come to us asking:
- Am I on track for a secure retirement?
- How do I create a reliable income stream I won't outlive?
- What are the top strategies to minimize income taxes in retirement?
- When is the right time to claim Social Security?
- What is the right mix of stocks and bonds for my stage of life?
- How do I select the right health insurance coverage in retirement?
- How do I leave a meaningful legacy to my loved ones and charity?
- How do I discover and define my purpose in my encore years?
The Oasis Standard — Legally Required to Act in Your Best Interest
- We never accept commissions of any kind
- Compensated only by you — no conflicts of interest
- Fiduciary duty required by law, not just a marketing claim
- CPA-led tax planning integrated with your retirement strategy
- Independent — no products to sell, no quotas to meet
- Ongoing relationship, not a one-time transaction
Brentwood & Franklin — A Key Market We Know Well
Williamson County is consistently ranked among the wealthiest counties in the United States — and one of the fastest-growing. Home to Brentwood and Franklin, it is a market we have served since our founding and one we know intimately.
The Seven Springs area in Brentwood and the Cool Springs corridor in Franklin are home to thousands of executives, business owners, and high-income professionals who are approaching or already in retirement. Many are employees of Williamson County's major corporate anchors — and all of them deserve a fiduciary advisor who works exclusively in their interest.
Our Brentwood meeting location is at 320 Seven Springs Way in Brentwood. Our Franklin location is at 725 Cool Springs Blvd near the Cool Springs Galleria corridor. Both are convenient, private, and by appointment.
Major Williamson County Employers
- Nissan North America
- Mars Petcare
- Tractor Supply Company
- Community Health Systems
- Brookdale Senior Living
- Williamson Medical Center
- AMSURG / Envision Healthcare
- Dollar General (HQ)
Tax-Focused Financial Planning & Investment Management
At Oasis, retirement planning, tax planning, and investment management are never separate silos. Everything is coordinated — because your financial life is.
Retirement Income & Cash-Flow Planning
Detailed projections and spending analysis to help ensure your assets last throughout retirement, stress-tested against downturns, inflation, and longevity using our matching bucket approach.
Proactive Income Tax Planning
Year-round tax strategy led by a CPA and tax attorney — Roth conversions, tax-loss harvesting, tax-efficient withdrawal sequencing, and coordination with your estate plan.
Evidence-Based Investment Management
Disciplined, research-backed portfolio construction — cost-efficient, diversified, and aligned with your income needs, timeline, and risk tolerance.
Social Security & Pension Optimization
Claiming at 62 versus 70 can mean hundreds of thousands of dollars over a lifetime. We analyze every option thoroughly before you make this irreversible decision.
Estate & Insurance Planning Coordination
We review beneficiary designations, insurance coverage, and estate planning documents to ensure your wishes are protected and assets transfer efficiently.
Life-Centered Planning
Retirement is your encore, not a withdrawal. We help you identify what you want your retirement to look and feel like — then build a financial plan that supports that vision.
A Team Built Around Your Retirement
Our Nashville team is led by Steve Martin, Mel Bond and Gosia Guziak— deeply experienced in providing integrated planning to clients in a fiduciary manner . Together with our planning and client relations teams, they bring a depth of expertise that is rare at any firm, let alone a fee-only independent practice.
Steve founded Oasis Wealth Planning with a singular mission — to bring truly independent, fiduciary-grade financial planning to Nashville. A CPA, attorney, and CFP® with an LLM in taxation, Steve works alongside Gosia in leading our tax-first planning philosophy .
His guiding question for every client: "Are you using your life to pursue money — or your money to pursue a life?"
Mel brings decades of investment management experience to the Oasis team, overseeing our evidence-based portfolio construction and investment research. Holding both the CFP® and CFA designations — among the most rigorous credentials in financial planning and investment management — Mel ensures every client portfolio is built with discipline, intentionality, and long-term thinking.
Gosia believes financial planning works best when it is both practical and personalized -- and takes into account tax planning. She partners closely with clients to build retirement strategies that are actionable, realistic, and focused on long-term goals — allowing clients to focus on the life they want.
From tackling bucket-list adventures to enjoying the peace of mind that comes from a solid plan, she takes pride in helping clients achieve financial confidence and freedom.
Karissa McLaren
Wealth Advisor · CFP® CandidateKarissa brings genuine care and accessibility to every client relationship. Studying Finance and Financial Planning at Western Kentucky University, she is progressing toward her CFP® and works closely alongside Steve and Gosia on behalf of every client she serves.
Sage Clement
Wealth AdvisorSage is passionate about helping clients define reality, awaken possibility, and accomplish goals. Guided by a servant's heart, she blends relationship counseling with data-driven analysis, serving as a financial quarterback for clients on Mel Bond's team.
Andrea Sylvestre
Client Relationship AssociateKeeping the client experience seamless — Andrea is often the first voice you hear and a trusted partner throughout your relationship with Oasis.
Kim Chaplin
Client Relationship AssociateDedicated to making every client interaction warm, efficient, and supportive — because great planning deserves great service.
"Are you using your life to pursue money — or your money to pursue a life?"
That question is at the heart of everything we do at Oasis Wealth Planning. If you are ready to answer it — and build a retirement that reflects what matters most to you — we would love to start that conversation.
Convenient Nashville Meeting Locations
We maintain meeting locations across the Nashville metro so you can always meet us close to home or work. All meetings are by appointment, and we are equally happy to meet by secure video from wherever you are. Note that our mailing address is 600 12th Ave. S, #803, Nashville, TN 37203.
West End / Midtown
Nashville, TN 37203
Green Hills
Nashville, TN 37215
Downtown Nashville
Nashville, TN 37201
Brentwood
Brentwood, TN 37027
Franklin · Cool Springs
Franklin, TN 37067
Murfreesboro
Murfreesboro, TN 37129
In-Person or by Secure Video — Your Choice
Many of our Nashville-area clients prefer the convenience of video meetings — same depth of conversation, same team, no commute. We meet by secure video with screen sharing at a time that works for your schedule.
Schedule a Video Call →
Serving the Greater Nashville Metro & Middle Tennessee
Nashville & Davidson County
Williamson County
Rutherford & Surrounding Counties
Statewide & Beyond
Retirement Planning Resources from Our Nashville Team
Our advisors regularly share practical guidance on the retirement planning topics that matter most to Nashville-area near-retirees and retirees.
Roth Conversion Strategies for Nashville Retirees
Converting traditional IRA assets to a Roth can save tens of thousands in taxes over a retirement lifetime — but timing and sequencing matter enormously.
Read More →When Should You Claim Social Security? A Nashville Advisor's Perspective
Claiming at 62 versus 70 can mean a difference of hundreds of thousands of dollars. Our approach to this irreversible decision starts with your full financial picture.
Read More →The Matching Bucket Approach to Retirement Income Planning
How Oasis uses a structured bucket strategy to give retirees near-term security and long-term growth — so you can spend with confidence in any market environment.
Read More →Let's Talk About Your Nashville Retirement
If you are looking for a trusted, fee-only fiduciary financial advisor in Nashville — someone who is legally required to act in your best interest and never earns a commission — we would welcome the opportunity to connect. This is our home market, and we take that seriously.
In-person or video · Nashville · Williamson County · Murfreesboro · Contact us · All advisors are fiduciaries